See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,869 | $89,808-6.6% | $100,391-16.5% | $77,643+8.0% |
| Participation rate | 81.1% | 81.2%-0.1pp | 81.5%-0.4pp | 70.6%+10.5pp |
| Annual return | 15.53% | 20.62%-5.1pp | 49.20%-33.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,152 | $3,039-62.1% | $3,942-70.8% | $2,726-57.7% |
| Participant deferral / active EE | $3,997 | $8,284-51.7% | $8,082-50.5% | $4,647-14.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,899-100.0% | $430-100.0% |